M&T Bank Corporation

Financial Advisor

M&T Bank Corporation$72K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience providing investment and/or insurance solutions in a client-facing advisory environment.
  • Proven ability to build relationships and deliver personalized financial recommendations.
  • Strong business development and networking skills.
  • Ability to collaborate across teams while maintaining a client-first mindset.
  • FINRA Series 7, 63, and 65 or 66 licenses required.
  • State Life/Variable Insurance License required.
  • CFP®, CLU®, ChFC®, or related financial planning credentials preferred.

Responsibilities

  • Deliver tailored investment and insurance solutions aligned to client goals.
  • Build relationships with existing clients and seek new business opportunities.
  • Conduct portfolio reviews to recommend customized financial solutions.
  • Partner with various teams to enhance client experience and guidance.
  • Increase assets under management through effective relationship management.
  • Act as primary contact for clients, ensuring a high-quality experience.
  • Ensure compliance with regulatory requirements and internal risk standards.

Benefits

  • Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.
  • Opportunity to grow practice within a relationship-driven organization.
  • Collaborative environment focused on client success and long-term career growth.
  • Access to a broad suite of investment, advisory, and insurance solutions.
  • Culture valuing belonging, community involvement, and ethical client service.
Full Job Description
Financial Advisor | Greater Boston Market

Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.

In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.

What You'll Do
  • Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.
  • Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.
  • Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.
  • Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.
  • Grow assets under management through effective relationship management, business development, and referral generation.
  • Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.
  • Maintain compliance with regulatory requirements and uphold M&T's risk management standards.


What You Bring
  • Experience providing investment and/or insurance solutions in a client-facing advisory environment.
  • Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
  • Strong business development, networking, and relationship management skills.
  • Ability to collaborate across teams while maintaining a client-first mindset.
  • FINRA Series 7, 63, and 65 or 66 licenses required.
  • State Life/Variable Insurance License required.
  • CFP®, CLU®, ChFC®, or related financial planning credentials preferred.


Why Join M&T
  • Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.
  • Opportunity to grow your practice within a relationship-driven organization.
  • Collaborative environment focused on client success and long-term career growth.
  • Access to a broad suite of investment, advisory, and insurance solutions.
  • A culture that values belonging, community involvement, and doing what's right for clients.


M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location
Boston, Massachusetts, United States of America

About M&T Bank Corporation

M&T Bank is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, operates banking offices in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia, and the District of Columbia. Trust-related services are provided by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T Bank traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York. As a result of mergers, acquisitions, and name changes, M&T Bank Corporation's principal bank is now known as Manufacturers and Traders Trust Company or M&T Bank. M&T Bank reorganized under a bank holding company in 1969 called First Empire State Corporation. The name was changed in 1998 to M&T Bank Corporation, whose common stock is listed on the New York Stock Exchange and trades under the symbol "MTB."

M&T Bank Corporation Careers

Join the vibrant team at M&T Bank Corporation, a leading financial institution where innovation meets tradition, offering a plethora of job opportunities across various sectors. As one of the most respected banks in the nation, M&T Bank Corporation is the perfect place to jumpstart or advance your career in the financial services industry.

Work You’ll Do

At M&T Bank Corporation, you will be part of a culture that cherishes diversity, leadership, and professional growth. Engage in work that makes a real difference in the community while fostering your career development through comprehensive training programs and diverse learning opportunities.

Innovate and Lead

Embrace the chance to work on projects that integrate cutting-edge financial technologies with robust, traditional banking practices. M&T Bank Corporation is at the forefront of the financial industry, offering innovative solutions that redefine banking standards. Our leadership in the market is driven by a commitment to excellence and continuous improvement.

Career Growth and Opportunities

Whether you are looking for an entry-level position or a more senior role, M&T Bank Corporation provides a dynamic pathway for career advancement. With a variety of job opportunities ranging from internships to full-time positions, you can find the perfect match for your skills and ambitions. Our team is dedicated to helping you navigate your career path with tailored development plans and leadership training.

Join Our Team

Explore job opportunities and join a team that values hard work, creativity, and strategic thinking. M&T Bank Corporation is hiring professionals who are passionate about finance and eager to contribute to a team-oriented environment. Enhance your skills through hands-on experience and ongoing professional development.

Networking and Professional Development

At M&T Bank Corporation, networking and professional development are part of our DNA. Connect with industry leaders, participate in high-impact networking events, and take advantage of our mentorship programs. Our employees benefit from a supportive network that boosts their career trajectories and fosters meaningful professional relationships.

Benefits and Culture

Enjoy a comprehensive benefits package that supports both your professional and personal life. M&T Bank Corporation offers competitive salaries, health benefits, and retirement plans designed to ensure the well-being of our team members and their families. Experience a supportive and inclusive culture where every employee is valued and given the opportunity to thrive.

How to Apply

Ready to take the next step in your career? Visit the M&T Bank Corporation Careers page to browse current openings, submit your resume, and prepare for your interview. We are excited to see how your skills and ideas can contribute to our continued growth and success.

Stay Connected

Keep up to date with the latest from M&T Bank Corporation by following our careers blog. Gain insights from our experts and stay informed about new job openings and upcoming networking events. Join M&T Bank Corporation today and be part of a team that is dedicated to growth, innovation, and leadership in the banking industry. Your future starts here!
Learn more about M&T Bank Corporation
Size
17,115 employees
Market Cap
$25.2 billion
Industry
Net Income
$1.3 billion
Founded
1868
5 Year Trend
+0.2%
NASDAQ

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